See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,814 | $61,272-8.9% | $149,673-62.7% | $71,457-21.9% |
| Participation rate | 94.2% | 62.5%+31.7pp | 78.8%+15.4pp | 67.9%+26.3pp |
| Annual return | 90.58% | 35.85%+54.7pp | 134.42%-43.8pp | 28.85%+61.7pp |
| Employer contribution / active EE | $16,642 | $2,378+599.7% | $4,818+245.4% | $2,588+543.1% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $3 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |